Financial Planning Built for Your Dreams
Tailored retirement planning and investment strategies so you can retire confidently and live life on your terms.
Retirement Planning That Makes Sense
Retirement and financial planning can feel complex—but it doesn’t have to be. Our team of experienced Phoenix financial advisors will help take the guesswork out of the equation. We’ll turn your retirement dreams into a financial plan you can rely on—so you can enjoy the life you’ve worked hard to achieve.
We’re proud to serve individuals and families throughout Scottsdale, Phoenix, and beyond, providing trusted financial guidance every step of the way.
Personalized Retirement & Financial Planning Guidance
At Bayntree Wealth Advisors, we’re more than a Scottsdale financial planning firm — we’re your partners in building the retirement you’ve always dreamed of.
We build lifelong relationships rooted in trust, transparency, and real results. Our team takes the time to truly get to know you, understand your goals, and develop a personalized retirement strategy designed to support you for the long haul.
Minimize Your Taxes*
We'll help minimize your taxes so you can maximize you hard-earned retirement savings.
Prepare for Healthcare
We'll work with you to create a plan that addresses future healthcare expenses and costs.
Evolve With Life's Changes
We'll build a plan that's flexible and dynamic to evolve with your life —and whatever comes with it.
Leave a Legacy of Financial Security
We'll help you create a plan to take care of your loved ones when you're gone.
With Bayntree, You Can Retire With Confidence
Income Planning
Reaching your retirement dreams starts with ensuring you appropriately transition your assets and income to support the lifestyle you want once you stop working. Our team will perform a detailed review of your finances and create a financial roadmap for you to achieve your retirement goals.
Investment Management
Our conservative investment management approach focuses on the preservation and accumulation of your wealth. We'll create an investment strategy specifically designed to achieve your personal financial goals and adjust the plan based on your evolving needs and circumstances.
Tax Strategies
When a financial plan is structured with tax planning in mind, the goal is to reduce your taxes. This means working to minimize your tax liability to maximize money in your pocket. Our team will create a financial plan that considers tax implications and the best way to mitigate them.
Risk Management
Proper insurance planning can also offset the longevity risk we all face. Our advisory team will give you a comprehensive analysis of your current insurance needs. This includes understanding how health insurance, long-term care, and life insurance may fit into your retirement roadmap.
Legacy Planning
No matter what the value of your estate is, it’s essential to have an estate plan so all your assets are left to the right people. Whether you need a Living Trust, a Last Will, a Living Will, a Durable Power of Attorney, or a more complex estate plan, we can help ensure all your estate planning needs are met.
Financial Planning That Turns Goals Into a Game Plan
Dream
Schedule a call with a Bayntree financial advisor.
Plan
We’ll build a plan that supports
your financial goals.
Retire
Enjoy the retirement
of your dreams.
Master Your Retirement
With These Essential Resources
Featured Resources
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Imagine Living the Retirement
of Your Dreams
Think of what you could do. Start planning for that life today.
Years In Business
Years of Combined Advisor Experience
Families Prepared for Their Future
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